According to TrendForce Jibang Consulting's latest monthly NAND Flash data analysis for July 2026, the market showed a shortage of supply due to the explosion of AI demand in 2026 and the limited increase in NAND Flash production capacity. Looking ahead to 2027, demand from servers will continue to be strong. With suppliers upgrading processes, the overall supply level growth rate is not slowing down, and the consumer electronics market is still sluggish, it is estimated that the tight supply situation for NAND Flash is expected to improve in the second half of 2027.

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